B.A. Schrock Wealth Management, Inc.’s Broadcom AVGO Stock Holding History

B.A. Schrock Wealth Management, Inc.’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.23M	Buy	+18,129	New	+$6.82M	2.28%	14

Other funds holding AVGO

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s AVGO Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Broadcom (AVGO) in Q3 2026: 18,129 shares worth $6.23M. The stake represents 2.28% of the portfolio and ranks #14 among its holdings.

715 funds tracked by Wall St. Rank hold AVGO as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 18,129 shares of Broadcom worth $6.23M as of Q3 2026.
Broadcom was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Broadcom made up 2.28% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #14 holding.
715 funds tracked by Wall St. Rank held Broadcom as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.